Mitchell Ludwig CFP®

Wealth Manager and Financial Advisor

Mitch is a comprehensive financial planner and wealth advisor with the Carolina Wealth Stewardship Group. Mitch is dedicated to finding tailored solutions to meet the unique financial needs and goals of our shareholders.

 

Before joining the Carolina Wealth Stewardship Group, Mitch worked as a paraplanner for a Barron’s Top 100 RIA out of Virginia. Mitch has experience creating and presenting financial plans to high-net-worth individuals, families, and businesses. He has extensive knowledge in all areas of Financial Planning, especially  the areas of retirement planning, investment management, cash flow planning and budgeting, insurance needs analysis, and tax and estate planning.

 

Mitch is originally from Chantilly, VA. He attended Virginia Tech University where he holds a Bachelor of Science degree in Business. He continued his education by completing his Financial Planning course work through Virginia Tech’s CFP® Certification Education Track and has proudly earned the CERTIFIED FINANCIAL PLANNER™ designation.

 

Mitch works incessantly to leave a positive and lasting mark on the people he serves and the greater community at large. He believes the best way to leave a lasting impact is to help provide financial security and the peace of mind that comes along with putting households on the right track to pursue their financial and life goals.

 

Mitch currently lives in Cary, NC. When he is not working, he is usually spending time with his long-term girlfriend, Brittaney, and his two dogs, Frodo and Butters. Together they enjoy being around family and friends, taking ski vacations, hiking in the Appalachian Mountains, playing classical guitar, traveling to new places and supporting their Virginia Tech Hokies.

Phone 919-816-2596